The Argument

We spent €800 billion last time.
And we're about to spend it again —
on the same system.

Eleven blogs. One argument.

The Case — Read in order or start where it hurts
01 — ~4 min
The Demand Problem
Supply isn't the constraint. Demand is. And demand can be created overnight.
March 2026
02 — ~4 min
The $2,500 Siphon
Every household sends $2,500 a year out of the community. The €800 billion paid the ransom.
March 2026
03 — ~3 min
Don't Let The Grid Get In The Way
Build local. The grid gets easier when you do.
March 2026
04 — ~3 min
The Numbers Work Today
Cash flow positive from day one. At commercial rates. No subsidy.
March 2026
05 — ~4 min
Stop Protecting. Start Adapting.
Protection keeps people in the old world. Pain plus pathway creates the new one.
March 2026
06 — ~4 min
The Iberian Plan. It Already Worked.
Same continent. Same war. Same gas crisis. Half the price. Change the rule.
March 2026
07 — ~4 min
Make Electricity Irresistible
Don't punish gas. Remove the levies. Make the right choice the cheap choice.
March 2026
08 — ~3 min
Cheap Batteries For Europe
56% European premium. Scale problem. Procurement fixes it.
March 2026
09 — ~4 min
The Seller Problem
Point the nudge at the seller. The buyer takes care of itself.
March 2026
10 — ~3 min
The Battery Is Infrastructure
Classification decision. Half-point guarantee. It's already built.
March 2026
11 — ~4 min
The Renter Problem — The Equity Gap
A third of Europe rents. The transition cannot work if it only works for homeowners.
March 2026
Take it with you

The complete argument — all eleven blogs plus the 90-day plan — in one document.

Read the 90-day plan →